Invoice filtering

Advanced search and sorting of invoices according to different criteria

Objective

Filtering allows users toeasily find specific invoicesamong all the invoices recorded in the system. Thanks tomultiple search criteria, it becomes easy to quickly target relevant data, even in a large database.

How to use the filter?

1. Access the interfaceList of invoices.

2. At the top of the list or via a dedicated button (generally represented by a magnifying glass or a "filter" icon), the search fields appear.

3. Complete one or more of the available criteria.

4. Click onTo researchGoldFilterto display the corresponding results.

Filter available criteria

Criteria	Description
Start date	Allows you to search for created invoicesfrom a specific date.
End date	Shows created invoicesuntil a deadline.
Customer	Searches for invoices associated with aspecific customer.
Company	Filtering according toissuing company(useful for multi-entity groups).
Status	Allows you to sort by state:draft, validated, billed, etc.
Number	Direct search byinvoice number.
Travel No.	Shows invoices containing aspecific trip.
User	Allows you to see invoices created by agiven user.

Benefits

• Considerable time savingin the invoice search.

• Allowstargeted checksduring audits, reminders or analyses.

• Improve productivityfor administrative and accounting teams.